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Disclosery

Cascade Financial Partners, LLC: IEMG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cascade Financial Partners, LLC on IEMG, newest first. How the timeline and the estimate are built.

Cascade Financial Partners, LLC held 235,252 IEMG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 235,252 shares
    Change vs previous 13F +2,145 shares

    1.69% of the 13F portfolio, value $19,488,235.

    13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 233,107 shares
    Change vs previous 13F -10,314 shares

    1.68% of the 13F portfolio, value $16,259,240.

    13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 243,421 shares
    Change vs previous 13F -12,590 shares

    1.66% of the 13F portfolio, value $16,362,785.

    13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 256,011 shares
    Change vs previous 13F -5,082 shares

    1.93% of the 13F portfolio, value $16,876,223.

    13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 261,093 shares
    Change vs previous 13F -11,072 shares

    1.88% of the 13F portfolio, value $15,673,393.

    13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 272,165 shares
    Change vs previous 13F -4,099 shares

    1.85% of the 13F portfolio, value $14,688,753.

    13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 276,264 shares
    Change vs previous 13F +4,562 shares

    1.88% of the 13F portfolio, value $14,426,514.

    13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 271,702 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $15,440,825.

    13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).